LEGACY CG LLC
Legal name: LEGACY CONSULTING GROUP
CRD #108541 SEC #801-57457 PLANO, TX 972-599-4750
SEC Registered
Total AUM
$356.4M
Discretionary
$343.9M
Employees
5
Clients
101
Accounts
513
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $356.4M | $343.9M | $12.5M | 5 | 0 |
| Mar 2025 | $356.4M | $343.9M | $12.5M | 5 | 0 |
| Mar 2024 | $316.6M | $304.3M | $12.3M | 5 | 0 |
| Dec 2023 | $269.2M | $257.3M | $12M | 4 | 0 |
| Mar 2023 | $269.2M | $257.3M | $12M | 4 | 0 |
| Aug 2022 | $325.1M | $308.8M | $16.3M | 5 | 0 |
| Mar 2022 | $325.1M | $308.8M | $16.3M | 5 | 0 |
| Oct 2021 | $283.4M | $269M | $14.4M | 4 | 0 |
| Sep 2021 | $283.4M | $269M | $14.4M | 4 | 0 |
| Jun 2021 | $283.4M | $269M | $14.4M | 4 | 0 |
| Mar 2021 | $283.4M | $269M | $14.4M | 4 | 0 |
| Feb 2021 | $248.5M | $234.6M | $14M | 5 | 0 |
| Jul 2020 | $248.5M | $234.6M | $14M | 5 | 0 |
| Jun 2020 | $248.5M | $234.6M | $14M | 5 | 0 |
| Jun 2020 | $248.5M | $234.6M | $14M | 5 | 0 |
| Apr 2020 | $248.5M | $234.6M | $14M | 5 | 0 |
| Apr 2020 | $248.5M | $234.6M | $14M | 5 | 0 |
| Mar 2020 | $248.5M | $234.6M | $14M | 5 | 0 |
| Mar 2019 | $188.6M | $175M | $13.6M | 5 | 0 |
| Mar 2019 | $188.6M | $175M | $13.6M | 5 | 0 |
| May 2018 | $181.4M | $164.6M | $16.8M | 5 | 0 |
| Mar 2018 | $181.4M | $164.6M | $16.8M | 5 | 0 |
| Mar 2017 | $163.5M | $149.7M | $13.8M | 6 | 122 |
| Mar 2016 | $165.6M | $147.1M | $18.6M | 6 | 26 |
| Mar 2015 | $133M | $117M | $16M | 5 | 26 |
| Mar 2014 | $129.7M | $111.7M | $17.9M | 3 | 26 |
| Mar 2013 | $120.2M | $102.9M | $17.3M | 3 | 26 |
| Mar 2012 | $109.9M | $93.4M | $16.5M | 1 | 26 |
| Mar 2011 | $113M | $96.2M | $16.8M | 5 | -- |
| Mar 2011 | $113M | $96.2M | $16.8M | 5 | -- |
| Mar 2010 | $107.9M | $90.7M | $17.2M | 5 | -- |
| Mar 2008 | $125M | $107.6M | $17.4M | 5 | -- |
| Nov 2007 | $112.3M | $96.1M | $16.1M | 5 | -- |
| Mar 2007 | $112.3M | $96.1M | $16.1M | 5 | -- |
| Mar 2006 | $103.7M | $87.1M | $16.6M | 5 | -- |
| Jan 2006 | $90.6M | $77.4M | $13.2M | 5 | -- |
| Nov 2005 | $90.6M | $77.4M | $13.2M | 5 | -- |
| Sep 2005 | $90.6M | $77.4M | $13.2M | 5 | -- |
| Mar 2004 | $79.4M | $67.9M | $11.6M | 5 | -- |
| Apr 2002 | $52.9M | $41.8M | $11.1M | 5 | -- |
DateMar 2025
Total AUM$356.4M
Discretionary$343.9M
Non-Disc.$12.5M
Employees5
Clients0
DateMar 2025
Total AUM$356.4M
Discretionary$343.9M
Non-Disc.$12.5M
Employees5
Clients0
DateMar 2024
Total AUM$316.6M
Discretionary$304.3M
Non-Disc.$12.3M
Employees5
Clients0
DateDec 2023
Total AUM$269.2M
Discretionary$257.3M
Non-Disc.$12M
Employees4
Clients0
DateMar 2023
Total AUM$269.2M
Discretionary$257.3M
Non-Disc.$12M
Employees4
Clients0
DateAug 2022
Total AUM$325.1M
Discretionary$308.8M
Non-Disc.$16.3M
Employees5
Clients0
DateMar 2022
Total AUM$325.1M
Discretionary$308.8M
Non-Disc.$16.3M
Employees5
Clients0
DateOct 2021
Total AUM$283.4M
Discretionary$269M
Non-Disc.$14.4M
Employees4
Clients0
DateSep 2021
Total AUM$283.4M
Discretionary$269M
Non-Disc.$14.4M
Employees4
Clients0
DateJun 2021
Total AUM$283.4M
Discretionary$269M
Non-Disc.$14.4M
Employees4
Clients0
DateMar 2021
Total AUM$283.4M
Discretionary$269M
Non-Disc.$14.4M
Employees4
Clients0
DateFeb 2021
Total AUM$248.5M
Discretionary$234.6M
Non-Disc.$14M
Employees5
Clients0
DateJul 2020
Total AUM$248.5M
Discretionary$234.6M
Non-Disc.$14M
Employees5
Clients0
DateJun 2020
Total AUM$248.5M
Discretionary$234.6M
Non-Disc.$14M
Employees5
Clients0
DateJun 2020
Total AUM$248.5M
Discretionary$234.6M
Non-Disc.$14M
Employees5
Clients0
DateApr 2020
Total AUM$248.5M
Discretionary$234.6M
Non-Disc.$14M
Employees5
Clients0
DateApr 2020
Total AUM$248.5M
Discretionary$234.6M
Non-Disc.$14M
Employees5
Clients0
DateMar 2020
Total AUM$248.5M
Discretionary$234.6M
Non-Disc.$14M
Employees5
Clients0
DateMar 2019
Total AUM$188.6M
Discretionary$175M
Non-Disc.$13.6M
Employees5
Clients0
DateMar 2019
Total AUM$188.6M
Discretionary$175M
Non-Disc.$13.6M
Employees5
Clients0
DateMay 2018
Total AUM$181.4M
Discretionary$164.6M
Non-Disc.$16.8M
Employees5
Clients0
DateMar 2018
Total AUM$181.4M
Discretionary$164.6M
Non-Disc.$16.8M
Employees5
Clients0
DateMar 2017
Total AUM$163.5M
Discretionary$149.7M
Non-Disc.$13.8M
Employees6
Clients122
DateMar 2016
Total AUM$165.6M
Discretionary$147.1M
Non-Disc.$18.6M
Employees6
Clients26
DateMar 2015
Total AUM$133M
Discretionary$117M
Non-Disc.$16M
Employees5
Clients26
DateMar 2014
Total AUM$129.7M
Discretionary$111.7M
Non-Disc.$17.9M
Employees3
Clients26
DateMar 2013
Total AUM$120.2M
Discretionary$102.9M
Non-Disc.$17.3M
Employees3
Clients26
DateMar 2012
Total AUM$109.9M
Discretionary$93.4M
Non-Disc.$16.5M
Employees1
Clients26
DateMar 2011
Total AUM$113M
Discretionary$96.2M
Non-Disc.$16.8M
Employees5
Clients--
DateMar 2011
Total AUM$113M
Discretionary$96.2M
Non-Disc.$16.8M
Employees5
Clients--
DateMar 2010
Total AUM$107.9M
Discretionary$90.7M
Non-Disc.$17.2M
Employees5
Clients--
DateMar 2008
Total AUM$125M
Discretionary$107.6M
Non-Disc.$17.4M
Employees5
Clients--
DateNov 2007
Total AUM$112.3M
Discretionary$96.1M
Non-Disc.$16.1M
Employees5
Clients--
DateMar 2007
Total AUM$112.3M
Discretionary$96.1M
Non-Disc.$16.1M
Employees5
Clients--
DateMar 2006
Total AUM$103.7M
Discretionary$87.1M
Non-Disc.$16.6M
Employees5
Clients--
DateJan 2006
Total AUM$90.6M
Discretionary$77.4M
Non-Disc.$13.2M
Employees5
Clients--
DateNov 2005
Total AUM$90.6M
Discretionary$77.4M
Non-Disc.$13.2M
Employees5
Clients--
DateSep 2005
Total AUM$90.6M
Discretionary$77.4M
Non-Disc.$13.2M
Employees5
Clients--
DateMar 2004
Total AUM$79.4M
Discretionary$67.9M
Non-Disc.$11.6M
Employees5
Clients--
DateApr 2002
Total AUM$52.9M
Discretionary$41.8M
Non-Disc.$11.1M
Employees5
Clients--